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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,709 | $32,425-54.6% | $74,577-80.3% | $55,167-73.3% |
| Participation rate | 13.5% | 54.0%-40.5pp | 68.1%-54.6pp | 69.0%-55.5pp |
| Annual return | 4.75% | 10.63%-5.9pp | 20.47%-15.7pp | 169.23%-164.5pp |
| Employer contribution / active EE | $535 | $1,043-48.7% | $2,525-78.8% | $1,963-72.7% |
| Participant deferral / active EE | $890 | $1,995-55.4% | $3,458-74.3% | $3,054-70.9% |
| Admin fee / account holder | $5,214 | $748+596.6% | $4,138+26.0% | $504+934.6% |